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Cavalier Investments’s Weibo WB Stock Holding History

Cavalier Investments’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-15,140
Closed -$1.34M – 185
2018
Q2 		$1.34M Hold
15,140
– – 0.45% 48
2018
Q1 		$1.81M Sell
15,140
-9,200
-38% -$1.17M 0.64% 32
2017
Q4 		$2.52M Sell
24,340
-10,700
-31% -$1.11M 1.01% 28
2017
Q3 		$3.47M Sell
35,040
-460
-1% -$40.5K 1.67% 13
2017
Q2 		$1.85M Hold
35,500
– – 1.03% 13
2017
Q1 		$1.85M Buy
35,500
+29,000
+446% +$1.44M 1.04% 13
2016
Q4 		$264K Hold
6,500
– – 0.17% 97
2016
Q3 		$326K Buy
+6,500
New +$269K 0.2% 80

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cavalier Investments's WB Position: Q3 2018 in Review

Cavalier Investments sold out of Weibo (WB) in Q3 2018, closing a stake of 15,140 shares — an estimated $1.34M sold.

Cavalier Investments first reported a position in WB in Q3 2016 and held it in 8 quarters. The position peaked at $3.47M in Q3 2017. 260 funds tracked by Wall St. Rank hold WB as of Q3 2018.

  • Cavalier Investments reported no remaining Weibo position as of Q3 2018 after selling out during the quarter.
  • Cavalier Investments sold 15,140 Weibo shares in Q3 2018, an estimated $1.34M.
  • Cavalier Investments first reported a position in Weibo in Q3 2016 and held it in 8 quarters.
  • Cavalier Investments's Weibo position peaked at $3.47M in Q3 2017.
  • 260 funds tracked by Wall St. Rank held Weibo as of Q3 2018.

Based on Cavalier Investments's 13F filing for Q3 2018, filed 13 Nov 2018.